Capital Group Global Allocation Fund (LUX) ZL (CHF)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2021 | 2022 | 2023 | 31/08 | |||||
Price Return | 11.85 | -3.34 | 2.91 | 7.79 | ||||
+/- Category | 3.55 | 0.00 | -1.20 | 3.41 | ||||
+/- Category Index | 3.32 | -0.79 | -4.48 | 2.07 | ||||
% Rank in Category | 16 | 48 | 66 | 8 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | -0.26 | -0.39 |
1 Week | -0.47 | -0.34 | -0.63 |
1 Month | -0.21 | -0.71 | -0.80 |
3 Months | -0.01 | 1.10 | 0.49 |
6 Months | 1.66 | 1.50 | 0.96 |
YTD | 6.47 | 2.13 | 0.98 |
1 Year | 12.02 | 4.67 | 3.13 |
3 Years Annualised | 3.49 | 0.82 | -0.73 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.94 | 1.31 | - | - |
2023 | -0.33 | -0.59 | -1.57 | 5.52 |
2022 | -2.91 | -3.30 | 1.71 | 1.22 |
2021 | 0.21 | 4.60 | 1.33 | 5.30 |
2020 | - | 10.84 | 0.43 | 2.32 |
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